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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 1500 N OAK DR · PLYMOUTH, IN 46563 | Other Services | $14,673 |
FLAGEL HUBER FLAGEL3 years Service code 99 · EIN 11-1000111 | Other Fees | $10,448 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,425 | $104,482+44.9% | $159,455-5.0% | $79,393+90.7% |
| Participation rate | 93.8% | 76.6%+17.1pp | 82.8%+10.9pp | 70.7%+23.0pp |
| Annual return | 14.88% | 67.96%-53.1pp | 263.63%-248.8pp | 116.87%-102.0pp |
| Employer contribution / active EE | $2,491 | $3,416-27.1% | $4,830-48.4% | $2,428+2.6% |
| Participant deferral / active EE | $13,301 | $6,467+105.7% | $7,353+80.9% | $4,046+228.8% |
| Admin fee / account holder | $101 | $711-85.8% | $10,800-99.1% | $627-83.8% |